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iShares ESG Aware US Aggregate Bond ETF

231 hedge funds and large institutions have $1.63B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 49 reducing their positions, and 27 closing their positions.

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
129
Reduced
49
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EGWAG
26
Elwood & Goetz Wealth Advisory Group
Georgia
$6.42M 124,250 +75,272 +154%
AF
27
Allworth Financial
California
$6.27M 121,360 +19,315 +19%
Osaic Holdings
28
Osaic Holdings
Arizona
$6.15M 75,043 -7,284 -9%
Creative Planning
29
Creative Planning
Kansas
$6.07M 117,490 +7,559 +7%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$5.93M 114,874 +7,731 +7%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$5.33M 102,929 +98,585 +2,269%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.07M 98,101 +6,944 +8%
AI
33
Accredited Investors
Minnesota
$5.06M 98,066 +6,409 +7%
SA
34
Stewardship Advisors
Pennsylvania
$5.03M 97,374 -40,560 -29%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$4.9M 94,956 +825 +0.9%
UBS Group
36
UBS Group
Switzerland
$4.82M 93,360 +7,844 +9%
SC
37
Savant Capital
Illinois
$4.74M 91,843 +4,805 +6%
Truist Financial
38
Truist Financial
North Carolina
$4.47M 86,609 +18,163 +27%
5L
39
55I LLC
Massachusetts
$4.47M 86,494 +26,979 +45%
EWA
40
EP Wealth Advisors
California
$4.45M 86,220 +82,460 +2,193%
Wealthfront Advisers
41
Wealthfront Advisers
California
$4.11M 79,668 +21,251 +36%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.02M 77,833 +15,264 +24%
Wells Fargo
43
Wells Fargo
California
$3.77M 73,042 +58,263 +394%
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$3.67M 71,073 +11,742 +20%
DAS
45
Dynamic Advisor Solutions
Arizona
$3.67M 71,030 +20,318 +40%
AWA
46
Alaska Wealth Advisors
Alaska
$3.42M 66,226 +1,803 +3%
BC
47
Bartlett & Co
Ohio
$3.3M 63,973 +3,709 +6%
BCWM
48
Bartlett & Co Wealth Management
Ohio
$3.3M 63,973 +3,709 +6%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.93M 56,672 +6,958 +14%
RCS
50
Retirement Capital Strategies
California
$2.88M 57,188 -2,466 -4%